Thrive Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1847610 AUDUBON, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$261,418

+$49,289 QoQ

Shares Held

2,527

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,553

of 2,054 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $1,158,348 across 3 Healthcare Plans names. CVS ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,636	$679,970
2	CVS	CVS HEALTH Corp This page	2,527	$261,418
3	CI	Cigna Group	787	$216,960

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,418	2,527	-5.5%	Shares	Sole	2026-07-07
2025-12-31	$212,129	2,673	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.